The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must.
Base plus bonus (with full benefits) competitive with market and depending on experience.
Responsibilities will include:
Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions
Extensive experience scheduling & managing private air travel
Managing vendors and serving as a liaison
Researching and developing new ideas and projects
Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well.
The successful candidate will:
5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise
Be incredibly organized and detail oriented
About The Q Family Office
Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable.
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$96k-127k yearly est. 3d ago
Senior Information Technology Auditor
SNI Financial 4.2
Dallas, TX job
SNI is partnering with a leading real-estate corporation that is looking to hire someone into their newly opened Senior IT Auditor position!
This opportunity will be focused on operational, financial and regulatory risks within the company IT department. Having experience and knowledge across IT controls and audit, and also being able to communicate efficiently will be crucial.
This position will include a structured path for growth, excellent benefits, and a competitive compensation package.
In order to be considered for this opportunity, you must have the following:
3+ years' experience within IT audit or risk assessment
Having an active, or near completed CISA, CIA, or CISM certification
Previous experience working within a national and public firm
Strong communication and collaboration skills
If you meet the requirements above and are looking to learn more, please apply with an updated resume.
$85k-114k yearly est. 2d ago
Life Actuary Senior
USAA 4.7
San Antonio, TX job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Life Actuary Senior, you will lead advanced actuarial analyses and provide strategic insight into our reinsurance programs across Life and Annuity product portfolios. This role combines deep technical expertise with strategic influence, supporting the optimization of reinsurance structures that manage risk, enhance capital efficiency, and drive long-term profitability.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, and Charlotte, NC. Relocation assistance is NOT available for this position.
What you'll do:
Perform complex and often unique work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
Review laws and regulations to ensure all processes are compliant and provides recommendations for improvements. Monitor industry communications regarding potential changes to existing laws and regulations.
Share knowledge with team members and serves as a key resource to entire team, including leadership, on escalated issues and navigates obstacles to deliver work product.
Serve as a Subject Matter Expert in one or more key areas, such as Product Pricing, Reserving, Economic Capital, Modeling, Asset Liability Management, etc.
Lead a project team on complex assignments through concept, planning, execution, and implementation phases involving cross functional actuarial areas.
Develop exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.
Identify and provides recommended solutions to business problems independently, often presenting recommendation to leadership.
Maintain proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.
Identify critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.
Test impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years actuarial experience and attainment of Fellow within the Society of Actuaries; OR 12 years relevant actuarial experience and attainment of Associate within the Society of Actuaries.
Subject Matter Expert in one or more key areas, such as Product Pricing, Reserving, Economic Capital, Modeling, Asset Liability Management, etc.
Experience leading a project team on complex assignments through concept, planning, execution, and implementation phases involving cross functional actuarial areas.
Demonstrated experience preparing effective documentation, facilitating training and development, and presenting to various levels of management.
What sets you apart:
Detailed knowledge of various types of reinsurance transactions both onshore and offshore spanning both block and new business flow transactions
Experience evaluating the financial, capital, and risk implications of various reinsurance structures, including quota share, YRT, and coinsurance arrangements.
Experience designing and implementing models to assess the impact of reinsurance under multiple economic and regulatory scenarios
Experience collaborating with Finance, Risk, Product Development, and Reinsurance Operations teams to integrate reinsurance insights into pricing, financial planning, and business strategy
Experience with preparing and communicating analyses and recommendations to senior management and external partners, including reinsurers and consultants
Experience supporting treaty negotiations and term assessment through data-driven modeling and sensitivity analysis
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $143,320 - $265,950.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$82k-103k yearly est. 1d ago
Private Banker, MD - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment.
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$58k-118k yearly est. 4d ago
Injury Examiner
USAA 4.7
San Antonio, TX job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Injury Examiner, you will be responsible to adjust complex bodily injury claims, UM/UIM, and small business claims to include confirming coverage, determining liability, investigating, evaluating, negotiating, and adjudicating claims in compliance with state laws and regulations. Responsible for delivering a concierge level of best-in-class member service through setting appropriate expectations, proactive communications, advice, and empathy.
This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site three days per week.
What you'll do:
Adjusts complex auto bodily injury claims with significant injuries (e.g. traumatic brain injury, disfigurement, fatality) and UM/UIM, and small business claims, as well as some auto physical damage associated with those claims. Identifies, confirms, and makes coverage decisions on complex claims.
Investigates loss details, determines legal liability, evaluates, negotiates, and adjudicates claims appropriately and timely; within appropriate authority guidelines with clear documentation to support accurate outcomes.
Prioritizes and manages assigned claims workload to keep members and other involved parties informed and provides timely claims status updates.
Collaborates and supports team members to resolve issues and identifies appropriate matters for escalation.
Partners and/or directs vendors and internal business partners to facilitate timely claims resolution.
Serves as a resource for team members on complex claims.
Delivers a best-in-class member service experience by setting appropriate expectations and providing proactive communication.
Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma.
4 years auto claims and injury adjusting experience.
Advanced knowledge and understanding of the auto claims contract, investigation, evaluation, negotiation, and accurate adjudication of claims as well as application of case law and state laws and regulations.
Advanced negotiation, investigation, communication, and conflict resolution skills.
Demonstrated strong time-management and decision-making skills.
Proven investigatory, prioritizing, multi-tasking, and problem-solving skills.
Advanced knowledge of human anatomy and medical terminology associated with bodily injury claims.
Ability to exercise sound financial judgment and discretion in handling insurance claims.
Advanced knowledge of coverage evaluation, loss assessment, and loss reserving.
Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
What sets you apart:
2 or more years of high-value catastrophic injury experience (e.g. traumatic brain injury, disfigurement, fatality) to include UM/UIM coverage
College Degree (Bachelor's or higher).
Insurance Designation.
Compensation range: The salary range for this position is: $85,040 - $162,550.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$42k-60k yearly est. 1d ago
Director, U.S. Deputy CISO
Scotiabank 4.9
Dallas, TX job
Select how often (in days) to receive an alert:
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Global Banking and Markets
Global Banking & Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Purpose
The US Deputy Chief Information Security Officer (Deputy CISO) will support the MD & US CISO in building robust United States technology risk (includes all non-financial risks such as Cyber Risk, Availability, Resiliency Risks and Operational Risk) related controls and processes and ensure they are maintained and adhered to in the assigned portfolio. Along with the MD & US CISO the Deputy CISO will collaboratively assess, evaluate and remediate increasingly complex technology risk, design controls and assist in their implementation in the USA, a key growth market. Acts in the line of defense as Internal Control (1B) to ensure implementation of initiatives in accordance with regulatory expectations, risk appetite, organizational risk practices and evolving business practices. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
What You'll Do
Champion a customer focused culture to deepen relationships with Sr. leadership, peers, and functional groups by leveraging IT and risk expertise.
Partners across senior executives US CIO, Global CISO, Risk, Operations, compliance and legal teams to deliver improved US regulatory outcomes and strategies.
Supports in the US 1st line Technology Risk, Cyber Security and Internal Controls teams.
Alongside with the MD & CISO, the Deputy CISO will collaborate with US CIO and Global CISO, in leading frequent interaction and reporting to US Federal Regulators.
Support in overseeing critical 1st Line of Defense (1B) function in highly regulated US Technology realm with ongoing guidance to support the implementation of, and compliance to, established IT Standard, Policies, Procedures, regulatory, operational risk and cyber risk requirements through active engagement, guidance and counselling.
Support in leading US 1st Line of Defense (1A) teams and Risk owners, to build their capability to identify, assess, mitigate and monitor risks associated with their use of information and IT systems.
Is primary interface and conduit between the 1A risk owners and other risk groups or advisors in various business areas (Internal Controls, Audit, Cyber Security, Privacy, Fraud, Resilience, Availability) to spearhead the facilitation and execution of risk management activities.
Support in Managing Technology Risk identification, assessment, prioritization for relevant business areas. Ensures observations, issues and outputs are tracked and actioned.
Support in leading US Technology risk control testing and monitoring and guides all US based Technology Risk Owners with remediation plans.
Partner with and face other risk groups to assess, implement and communicate new/updated risk controls, frameworks, policies, risk indicators, metrics and limits.
Oversee analyses of systems or asset data and deliver monthly / quarterly reporting for senior management, Internal Controls, GRM, Compliance, Audit, Operational Risk or 1A stakeholders.
Leads team that develops reports and presentations to deliver updates on KPIs/KRIs to various audiences, including senior business risk committees. Develop or manage programs to establish KRI performance within the bank's risk tolerance. Prioritize risk activities, ensure timely remediation and elevate when necessary.
Evangelize for Technology Risk and promote a strong risk culture in partnership with the risk owners.
Co-ordinate SOX control testing. Facilitate evidence collection and elevate conflicts or roadblocks to relevant SME to ensure control testing is completed as per schedule. Prepare quarterly SOX attestations.
Ensuring that sound and consistent information security architectures that have been defined and documented are leveraged and effectively communicated to local business lines and technology support groups.
Support in the directing, assuring, and advancing the security of the Scotiabank Group's networks, including the reliability and manageability of logical access security and application change control operations locally.
Pursuing security and control process improvements and the protection of emerging technologies and new delivery systems; In collaboration with the Central ESS/CSS/GSS functions.
Working closely with Global Security Operation Services, Global Advisory Services and Enterprise Security Services to facilitate communication, support and transmit the Bank's Information Security vision as developed by the global CISO.
Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Scope includes compliance with information security regulations, user education and access, and cybersecurity.
Accountable for understanding, communicating and ensure compliance with Scotiabank's Information Security Policies as defined by Global Security Operation Services and Enterprise Security Services functions.
Leads the design and operation of related compliance monitoring and improvement activities to ensure compliance both with internal security policies and applicable laws and regulations.
Provides and maintains technical expertise on security aspects of systems, applications, and networks currently resident in the company and those planned for in the future.
Reviews system development, maintenance and acquisition efforts to ensure efficient and adequate security provisions.
Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Champion a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vison/values/business strategy and managing succession and development planning for the team.
Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
What You'll Bring
Candidates should have a breadth of Technology and non-financial Risk management experience. 10+ years (governance, operations, audit, cyber, control functions, compliance, risk management).
Candidates require expert leadership, communication (both verbal and written) and influencing capability, supported by well-developed logical thinking competencies. Proficient written and verbal communication required at all levels of the organization is essential.
Requires expert Technology risk management experience in multiple areas including but not limited to; internal controls, systems design, security, availability/stability/resiliency, disaster recovery, third party risk management, change management, release management, audit, regulatory risk, logical access, software currency. Exposure to cloud controls would be an asset.
Proven experience in risk or Cyber security leadership preferably with deep knowledge of US and GBM businesses including related systems, procedures, regulations expected.
Ability to balance contesting or conflicting goals of various departments and stakeholders which requires a mature, diplomatic approach and advanced negotiation, project management, governance and influencing skills.
Strong presentation design and delivery expected as part of the leadership team. Data Analytics and Visual dashboarding would be desirable.
Knowledge or understanding of Risk / Control frameworks (ITIL, ISO, COBIT, NIST, FFIEC).
Advanced degree in Computer Science, Engineering, Business Commerce or equivalent experience. Additional relevant Certifications would be an asset - ITIL V3 Foundation Cert. in ITSM, COBIT, CRISC, CISSP.
Interested?
If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well‑being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
#DALLAS
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.
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$105k-131k yearly est. 4d ago
US Deputy CISO - Technology Risk & Cyber Security Leader
Scotiabank 4.9
Dallas, TX job
A leading American financial institution is seeking a US Deputy Chief Information Security Officer in Dallas, Texas. The role involves supporting the MD & US CISO in building technology risk controls and collaborating with senior executives across different departments. Suitable candidates should possess over 10 years of experience in technology risk management, excellent communication skills, and a relevant advanced degree. This position promotes a strong risk culture and aims to ensure compliance with security policies and regulations.
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$99k-120k yearly est. 4d ago
Commercial Relationship and Servicing Supervisor
Countryplace Mortgage 3.6
Plano, TX job
ABOUT THE ROLE
CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, manufacturing partners, auditors, and vendors.
This position combines high-level commercial account servicing responsibilities with strategic business relationship functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilities.
ESSENTIAL DUTIES & RESPONSIBILITIES
Strategically engage with factories and dealers to manage high-value commitments
Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalability
Identify operational gaps and lead resolution efforts through process redesign and documentation
Develop and maintain SOPs, training guides, and workflow documentation
Monitor KPIs and operational metrics, presenting insights and recommendations to leadership
Lead cross-functional initiatives to align commercial lending operations with broader business goals
Champion system enhancements and automation opportunities, including Solifi optimization
Support internal audits and compliance reviews, ensuring adherence to regulatory and company standards
Serve as a liaison between account management and underwriting to ensure process alignment
Oversee and approve complex invoice and MCO transactions with minimal oversight
Analyze credit line utilization trends and advise on optimization strategies
Lead reconciliation of monthly billing statements and ensure financial accuracy
Facilitate payment processing and troubleshoot exceptions
Coordinate third-party inventory inspections and lead resolution of audit discrepancies
Perform payoff workflows, ensuring compliance and timely document delivery
Lead onboarding for new dealers, delivering expert-level training and support
Review and authorize pending orders, applying advanced credit and curtailment analysis
Ensure accurate and timely data entry into Solifi for approved orders
Provide strategic payoff guidance to dealers and third-party lenders
Perform document distribution upon loan payoff
Implement delinquency management strategies and lead recovery efforts
Partner with underwriting to assess and recommend credit line adjustments
Manage Help Scout communications and ensure timely resolution of escalated issues
Foster long-term dealer and supplier relationships, acting as a strategic consultant
Audit inspection reports and lead resolution of complex unit discrepancies
Lead financial documentation collection for annual reviews, ensuring compliance and completeness
Draft and execute formal collection communications, supporting legal and credit recovery efforts
Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excellence
Mentor peers and junior Account Managers on best practices and process adherence
Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-making
Collaborate with the CPM Business Relationship Managers and CPM Retail Sales team to process and route for approval dealer eligibility for retail financing programs
POSITION REQUIREMENTS, CAPABILITIES & SKILLS
Strategic, self-directed, and highly accountable
Excellent interpersonal skills and ability to build rapport across diverse teams and clients
Proven ability to design and manage complex operational processes
Exceptional interpersonal and leadership skills
Mastery of written, verbal, and presentation communication
Bilingual proficiency preferred
Expert-level proficiency in Solifi preferred
Proven ability to manage high-risk accounts and complex collections
Consultative approach to client service, balancing business goals with relationship management
Comfortable presenting to senior leadership, with the ability to translate operational data into actionable insights
MINIMUM QUALIFICATIONS
Bachelor's degree required, in Finance, Accounting, or Business
3+ years of commercial loan servicing in manufactured housing, auto, RV, or marine
OR
5+ years of commercial loan servicing in finance or banking
Advanced spelling and grammar skills
Working knowledge on applicable computer software systems to include Microsoft Office and internal software
WE OFFER
Competitive Salary
Medical/Dental/Vision Insurance
Paid Holidays
401K Match
Generous PTO
FSA/HSA Plans
Life /Disability/Accidental Insurance and much more!
$50k-75k yearly est. 3d ago
Centralized Franchise Trainer
Hana Group Us 4.3
Irving, TX job
About Hana Group
Hana Group is a global leader in ready-to-eat Pan-Asian cuisine, bringing fresh, chef-crafted sushi and Asian-inspired dishes to customers through our in-store kiosks and food service operations. With a presence in major grocery retailers across the U.S., we're committed to delivering high-quality food that's convenient, delicious, and prepared with care. Our culinary teams operate with a passion for food and a dedication to service that drives every customer interaction.
Our Culture
At Hana Group, we believe our people are the heart of our success. We're proud to foster a diverse and inclusive work environment where team members feel empowered, supported, and inspired to grow. Whether you're rolling sushi, managing a kiosk, or supporting operations behind the scenes, your work makes a real impact on the customer experience and the company's success. We invest in our employees through hands-on training, leadership development, and clear pathways for career advancement.
Why Join Us
Joining Hana Group means being part of a fast-paced, entrepreneurial company that's transforming the way people eat. We operate with a focus on food safety, operational excellence, and customer satisfaction, while never losing sight of the people who make it all happen. If you're passionate about food, thrive in dynamic environments, and want to be part of a company that's growing across the U.S., Hana Group could be the perfect fit for you.
Job Description
The Centralized Franchise Trainer is responsible for delivering comprehensive onboarding and operational training to new franchisees, ensuring alignment with the company's brand standards, operational procedures, and culinary excellence. This role plays a critical part in maintaining consistency across all franchise locations by equipping franchisees with the knowledge and skills necessary to successfully operate within the company's framework, with a strong emphasis on sushi and pan-Asian cuisine preparation.
Key Competencies:
Organization & Time Management, Communication & Interpersonal Skills, Attention to Detail, Adaptability to Adapt Training Style to Diverse Learning Needs, Technology Proficiency, Strong Facilitation and Presentation Skills, Culinary Expertise, Cultural Sensitivity and Inclusivity
Duties and Responsibilities:
Conduct in-person training sessions for new franchisees on company policies, operational procedures, and food preparation techniques
Update and maintain training materials, manuals, and SOPs in collaboration with culinary and operations teams
Ensure franchisees understand and can execute recipes, food safety protocols, and customer service standards
Evaluate trainee performance and provide feedback and coaching to ensure readiness for launch
Partner with cross-functional teams (e.g., Operations, Culinary, HR) to ensure training content reflects current practices and business goals
Monitor post-training performance and provide ongoing support as needed
Maintain training records and report on training effectiveness and franchisee readiness.
This describes the general duties and responsibilities for the position. Other duties may be assigned as needed.
Qualifications
Bachelor's degree in Hospitality, Culinary Arts, Business, or related field (or equivalent experience)
3+ years of experience in training, preferably in a franchise or food service environment
Culinary background with hands-on experience in sushi and pan-Asian cuisine
Experience with Learning Management Systems (LMS) and digital training tools is a plus
Willingness to travel to franchise locations as needed
This position is required to be In-Office five days a week (Monday - Friday)
Additional Information
Hana Group North America is an Equal Opportunity Employer
Salary: $75,000 - $80,000 USD Annually
$75k-80k yearly 2d ago
Supervising Agent
Globe Life, Liberty National Division 4.6
Austin, TX job
Job DescriptionWe at Globe Life Liberty National Division-The Briggs Agencies are seeking career-minded leadership candidates to hire, train, and develop into management positions. Working with business clients such as city & county governments and local businesses, we manage insurance benefit coordination.
We are looking for full-time candidates (Monday-Friday, 8-5) who have an aptitude for leadership, coachability, and quick-wittedness.
Candidates for this position must be:- Dependable- Professional- Able to be certified with classroom and on the job training- Coachable- Willing to embrace our culture, receiving coaching and mentoring- Able to manage, build, and develop leaders Candidates for this position must have:- Strong customer service- High Integrity- An extra commitment and willingness to receive initial classroom product training, field training, and mentoring Candidates for this position must:- Communicate well- Desire to help people Responsibilities:- Manage systems and activities required for successful teams- Ultimately supervise 3-7 individuals- Oversee training of team members- Implement and manage systems among teams- Participate in weekly management-development meetings- Handle and process paperwork and other administrative duties- Work with existing accounts as well as create new business accounts- Ensure clients receive great customer service regarding individual benefits packages Why should you work with us?- Generous Compensation Plan, including weekly bonuses- Incentive trips and prizes- Comprehensive training program and individual mentoring- Full-service sales support- Management Advancement opportunities- Work/Life Balance Screening QuestionsMust-qualifications:Do you have a valid driver's license?Ideal answer: YesAre you legally authorized to work in the United States?Ideal answer: YesDo you have reliable transportation?Ideal answer: YesDo you live in Texas or New Mexico (or plan to relocate to Texas or New Mexico)?Ideal answer: YesPreferred qualifications Have you ever been convicted of a misdemeanor or felony?Ideal answer: No
$27k-30k yearly est. 15d ago
Operations Analyst for Private Equity Team
Q Investments 4.1
Fort Worth, TX job
PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role.
If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level.
Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed.
About Q Family Office:
Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
About PHI Group:
Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment.
Position Description:
Provide analytical, forecasting, reporting, and project support to the CFO for the businesses.
Produce reports, which include key metrics, financial results, and variance analysis.
Assist in identifying opportunities for performance improvement across the organization.
Assist in analyzing M&A opportunities and evaluate new lines of business.
Develop models that help with decision-making.
Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments
Requirements:
Recent graduate with an interest in financial operations and management
Highly proficient Excel modeling capabilities
Partial VBA experience
Excellent academic credentials
Successful candidates must possess US employment authorization to work.
Must be able to commit to the position for at least three years.
About Scott McCarty:
Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc.
Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
$55k-82k yearly est. 12h ago
Preconstruction Manager
The Brazos Group 3.4
Houston, TX job
Job Title: Preconstruction Manager
Industry: Commercial Construction
The Preconstruction Manager is responsible for leading all preconstruction efforts for commercial construction projects in the Houston market. This role oversees estimating, budgeting, scheduling support, and constructability analysis from early concept through final GMP/contract execution. The ideal candidate brings strong leadership, technical expertise, and the ability to collaborate with owners, architects, engineers, and internal project teams to set projects up for successful execution.
Key Responsibilities
Lead and manage the full preconstruction process for commercial construction projects
Develop accurate conceptual, schematic, design development, and GMP estimates
Prepare and manage detailed budgets, cost models, and value engineering options
Coordinate subcontractor and supplier outreach, bid solicitation, and bid leveling
Analyze drawings, specifications, and scope documents for completeness and risk
Provide constructability reviews and identify cost, schedule, and logistics impacts
Collaborate with operations, project management, and field leadership during handoff
Support proposal development, presentations, and owner interviews as needed
Maintain estimating databases, historical cost data, and takeoff standards
Track market conditions, material pricing trends, and subcontractor capacity in Houston
Ensure preconstruction schedules align with project milestones and delivery methods
Project Types
Commercial and light industrial
Office, healthcare, retail, education, and mixed-use
Ground-up and major renovation projects
Qualifications
7+ years of experience in commercial construction estimating or preconstruction
Proven experience leading preconstruction on projects $10M+
Strong knowledge of construction means, methods, and sequencing
Proficiency with estimating software (e.g., Procore, Bluebeam, On-Screen Takeoff, Excel)
Ability to read and interpret construction documents and specifications
Strong communication, negotiation, and leadership skills
Experience working in the Houston commercial construction market preferred
Bachelor's degree in Construction Management, Engineering, or related field preferred
What We Offer
Competitive salary and performance-based bonuses
Health, dental, and vision insurance
401(k) with company match
Paid time off and holidays
Long-term career growth with a stable commercial contractor
$86k-119k yearly est. 4d ago
Member Associate
Navy Federal Credit Union 4.7
North Richland Hills, TX job
To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision.
Responsibilities
Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.)
Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction
Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors
Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area
Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments
Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications
Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration
Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach
Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures
Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations
Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts
Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives
Assist in training and onboarding n
Qualifications
Self-motivated, results driven, team player with strong ability to collaborate with others
Experience in an administrative support capacity, preferably in customer service or financial services
Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations
Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities
Familiarity with investment products, services, processes, requirements, and systems
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced customer service and relationship management skills
Ability to remain calm and courteous under pressure while dealing with internal and external members/customers
Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact
Ability to interpret and explain regulations, instructions, and procedures
Effective skill exercising initiative and using good judgment to make sound decisions
Effective organizational, planning and time management skills
Effective research, analytical, and problem-solving skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
Effective skill maintaining accuracy with attention to detail and meeting deadlines
Experience with managing multiple priorities independently and/or in a team environment to achieve goals
Effective verbal and written communication skills
Effective skill navigating multiple screens and PC applications and adapting to new technologies
Effective word processing and spreadsheet software skills
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Working knowledge of Navy Federal/NFIS products and services
Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures
FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License
Hours: Monday - Friday, 8:30AM - 5PM Hybrid
Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 | 25 Kaneohe Bay Drive Suite 220, Kailua, HI 96734
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$47k-83k yearly est. 2d ago
Technical Documentation Specialist
Source One Technical Solutions 4.3
Fort Worth, TX job
Top 3 must-have skill sets:
Excellent written and verbal communication in English.
Proficient in Microsoft Office suite.
Prior experience with SAP is a plus.
MBR Preparation & Scanning
Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed).
Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality.
Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness.
Records Control & Retrieval
Manage secure storage and access permissions for scanned and physical MBRs.
Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs
Track requests, turnaround times, and document issuance/return to maintain chain-of-custody.
Compliance & Data Integrity
Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times.
Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability.
Support audits/inspections by preparing document packs, access lists, and evidence of control.
Physical & Inventory Controls
Maintain organized physical archives; perform periodic inventory and reconciliation of records.
Required Qualifications:
High school diploma or equivalent; some college or vocational training preferred.
1-3 years of experience in document control, records management, or manufacturing operations.
Familiarity with GxP/GDP and SOP-driven environments.
Proficiency with scanners and document management systems
Strong attention to detail, accuracy, and time management
$26k-36k yearly est. 1d ago
Wealth Strategy & Private Banking Advisor
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment.
#J-18808-Ljbffr
$54k-88k yearly est. 4d ago
Customer Onboarding Manager
Levelfield Bank 3.7
Houston, TX job
Redefine Banking with Us:
LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services.
We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge.
Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent.
If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact.
Your Role:
This is a hands-on role, and you will be working to assist our prospects through the process of becoming bank customers. As Customer Onboarding Manager, you will work with the bank Chief Operating Officer to efficiently oversee and facilitate the onboarding of prospective customers and resolve potentially complex problems that may arise during the onboarding process. You and your team (for which you will be the starting member) will be responsible for managing the end to end onboarding cycle, ensuring that customers have a best-in class-experience. You will build collaborative relationships with key team members from across the organization, and will work closely with the compliance team.
You will take on a supervisory role that focusses on accurately and expediently onboarding prospective customers, while following and maintaining strict guidelines and regulatory requirements. You will have the opportunity to collaborate on customers engagement initiatives to develop and help successful implementation of newly developed strategies and processes. These interactions may take many forms, including participating in projects and strategic initiatives related to process improvement and more thematic initiatives designed to bring the best of the firm to our customers and continuously improve the overall experience they have in working with us.
This is very much a hands-on role, and like the rest of the LevelFIeld Bank leadership team, the successful candidate will be responsible for getting the job done while growing the team in line with the increasing scale of the bank. We are seeking a doer, a leader, and a builder.
Location:
This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. We are seeking to build a cohesive and industry leading team, and working together we can make big things happen. Since we have discovered reading comprehension is a skill not everyone has mastered, to be clear there is NO OPPORTUNITY WHATSOEVER FOR REMOTE OR HYBRID arrangements for this role.
Key Responsibilities:
Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions.
Drive Client Success: Serve as the primary point of contact for onboarding new business customers and work collaboratively with compliance and other departments in the onboarding of consumer customers.
Gather Insights: Continually assess the customer activity and partner with product development to continually improve the customer experience so that the customer does not require support except in non-standard instances.
Leadership: Lead, mentor, and grow the Customer Onboarding team.
Additional Responsibilities:
Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business.
Continuous Improvement: Collaborate with the team to develop and execute strategies to improve the department.
Work collaboratively: Collaborate with the team to continuously improve the department and the bank.
Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth.
About You
We are searching for someone with proven process skills and high attention to detail within business critical operations. You must have experience in customer onboarding within a financial institution.
Minimum of 5 years financial service industry experience (banking preferred); 3+ years in a customer service/on-boarding or similar role;
At least 2+ years of people management experience.
Willingness to work flexible working hours, as required.
Ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives
Someone familiar with OFAC (Office of Foreign Asset Control), AML (Anti-money Laundering, and KYC (Know your client) requirements.
Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures.
Excellent verbal and written communication skills
Passion for revolutionizing banking and embracing innovation.
Strong interpersonal skills with a commitment to delivering exceptional customer experiences.
A team-oriented mindset with a drive to build something extraordinary.
Why Join LevelField Bank?
Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance.
Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization.
Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success.
Competitive compensation: Enjoy a base salary of $80,000-$130,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits.
This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.
$80k-130k yearly 4d ago
Items Processing Clerk
City Bank 4.4
Lubbock, TX job
Responsible for performing daily duties in an efficient and timely manner. Provide internal and external customer service in person or by phone. Process payments sent to Lock Box department and assist in other areas of the Deposit Operations department as needed. Need to have a positive attitude and provide suggestions to improve working conditions.
Essential Duties
1. Attention to detail is required.
2. Correct any items that reject through Teller Capture.
3. Balance transactions that are transmitted from all branches.
4. Submit and process adjustment request to Federal Reserve Bank and JPMorgan Chase Bank for check processing errors.
5. Work Synapsys events for correcting all applicable DDA items.
6. Check 21 processing - bringing in Fed and JPMorgan Chase inclearing files.
7. Review mobile banking transactions.
8. Train and assist additional 4|Sight users.
9. Process any lien, levy, or freeze that is received.
10. Centralize, organize, and work all levies, comptroller freezes, and other liens received by the Bank.
11. Handle all subpoenas or grand jury requests.
12. Process incoming or outgoing without entry claims.
13. Processing research requests.
14. In the event that Supervisor is out of the office complete all duties that Supervisor would normally perform.
15. File checks and tickets from local branches.
16. Process all mail for postage from local branches.
17. Open mail and verify that checks are made out correctly and signed.
18. Verify that the payment is for the amount of the bill we are processing.
19. When there is carry-over mail, employee may be required to come in early.
20. Process payments for Lock Box customers.
21. Participate in training sessions as required by supervisor.
22. Help out in other Deposit Operations departments as needed.
Equal Opportunity Employer/Veterans/Disabled
$28k-32k yearly est. 5d ago
Project Manager
The Brazos Group 3.4
Houston, TX job
We are assisting a well-established, award-winning commercial construction firm based in Houston, Texas is seeking an experienced Project Manager to join its growing team. The company is widely recognized for delivering high-quality commercial projects across healthcare, corporate interiors, industrial, education, and mixed-use sectors.
The firm has earned industry recognition for:
Excellence in project delivery and client satisfaction
A strong safety culture and operational discipline
Leadership and growth within the Texas construction market
High levels of repeat and negotiated work
The organization maintains a collaborative, performance-driven culture with a long-term focus on employee development and client relationships.
Position Summary
The Project Manager is responsible for leading commercial construction projects from preconstruction through closeout. This individual oversees project scope, schedule, budget, subcontractor coordination, and client communication while ensuring projects are delivered safely, on time, and within budget.
Key Responsibilities
Manage all phases of commercial construction projects, including preconstruction, procurement, execution, and closeout
Develop and maintain detailed project schedules, budgets, and cost forecasts
Lead subcontractor buyout, contract administration, and change management
Coordinate with owners, architects, engineers, and internal project teams
Ensure compliance with safety standards, quality control requirements, and company procedures
Oversee RFIs, submittals, pay applications, and project closeout documentation
Provide leadership and mentorship to project engineers and assistant project managers
Proactively identify risks and implement solutions to maintain project performance and client satisfaction
Qualifications
Minimum of 3 years of experience as a Project Manager in commercial construction
Must show an extensive project list with various jobs built as a commercial PM.
Demonstrated success managing projects ranging from $10M to $50M+
Strong knowledge of construction means and methods
Experience using construction management software such as Procore, MS Project, Primavera, or similar platforms
Excellent leadership, communication, and organizational skills
Ability to manage multiple stakeholders in a fast-paced project environment
Bachelor's degree in Construction Management, Engineering, or a related field preferred
Compensation & Benefits
Competitive base salary with performance-based bonus potential
Vehicle allowance or company vehicle
Comprehensive benefits package including medical, dental, vision, and 401(k)
Paid time off and company holidays
Long-term career advancement opportunities with a respected, stable contractor
Opportunity to work on high-profile, award-winning commercial projects throughout Houston and Texas
$91k-124k yearly est. 3d ago
Mortgage Loan Officer I
Navy Federal Credit Union 4.7
Dallas, TX job
To interview and counsel members about first mortgage loans and to take mortgage loan applications. To establish and maintain personal relationship with members, and to guide and follow their mortgage loans from initial application through the loan closing process. To determine applicants' qualifications; providing detailed information about Navy Federal's mortgage and equity loan products; clarify complexities of the mortgage/equity loan process; and evaluate, personalize, and recommend financing alternatives. To build and maintain referral relationships with realtors, builders, and other centers of influence.
Responsibilities
Analyze referred loans for areas of concern and determine proper course of action (e.g., obtain explanations for derogatory credit)
Determine and advise members on approved loan conditions and documentation requirements
Ensure progress and inclusion of required mortgage processing information (e.g., verifications of employment, assets, income and liabilities, appraisal reports, Navy Federal and investor requirements, etc.)
Maintain contact with the member, Realtor and/or seller during the entire loan process
Monitor mortgage loan process and ensure compliance with Federal laws, as well as Navy Federal, NCUA and secondary market practices, guidelines, and regulations
Remain available to members and/or their real estate agents during scheduled evening hours after assigned workdays and during scheduled hours on assigned days off (e.g., weekends)
Request and obtain documentation needed and forward to Mortgage Processor
Respond to inquiries about mortgage applications, processing status, problems, and concerns
Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events
Take first mortgage loan applications via face-to-face interview, mail, and telephone
Resolve or arrange for resolution of operational/processing issues, inquiries, and complaints
Respond to inquiries and resolve any issues concerning the processing of applications
Review application for completeness, data integrity and accuracy; determine if additional information and/or supporting documentation is required
Perform other duties as assigned
Qualifications
Ability to work effectively and efficiently with automated systems
Familiarity with accounting, credit, and/or lending principles and techniques
Experience in member/customer service preferably in a related field/industry, such as realty, insurance, retail banking or financial institution
Exposure to lending application and approval process
Familiarity with mortgage lending concepts and principles
Familiarity with banking/financial industry standards and practices
Effective database and presentation software skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in actively guiding members through interactions to reduce member effort and enhance member loyalty
Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
Effective skill speaking and/or presenting in front of groups in a professional setting
Effective word processing and spreadsheet software skills
Incumbent will be required, prior to the assumption of employment duties, to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks
Desired Qualifications:
Working knowledge of Navy Federal Mortgage Production and/or Servicing Systems
Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations
Familiarity with mortgage lending requirements, regulations and procedures for VA and conventional loan programs
Hours: Available Monday - Friday, 8:00AM - 4:30PM or 8:30AM - 5:00PM
Location: Must reside within reasonable commuting distance to 3300 Olympus Blvd, 5th Floor, Coppell, TX 75019
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.